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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
971
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.89M
Puts
$8.15M
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$20.3M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$13M
5
Raymond James Financial
Raymond James Financial
Florida
+$12.3M

Top Sellers

1 -$128M
2 -$46.3M
3 -$36.2M
4
TA
Townsend & Associates
Colorado
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
951
Newbridge Financial Services Group
Florida
$3.87K
BL
952
BFSG LLC
California
$3.1K
EWA
953
EverSource Wealth Advisors
Alabama
$2.42K
SWIM
954
Smallwood Wealth Investment Management
New Jersey
$1.98K
PS
955
PayPay Securities
Japan
$1.95K
PIS
956
POM Investment Strategies
North Carolina
$1.88K
SC
957
Solstein Capital
California
$1.86K
GIP
958
Granite Investment Partners
California
$1.83K
RF
959
Roxbury Financial
New Jersey
$1.49K
PFM
960
Phillips Financial Management
Indiana
$1.27K
APW
961
Atlantic Private Wealth
North Carolina
$1.18K
TAM
962
Tucker Asset Management
Colorado
$1.18K
IWM
963
IMG Wealth Management
Florida
$989
WA
964
WPG Advisers
Maryland
$929
AIM
965
Arcadia Investment Management
Michigan
$774
GWSA
966
Global Wealth Strategies & Associates
Colorado
$743
OA
967
Operose Advisors
Wisconsin
$691
CFM
968
Cornerstone Financial Management
Massachusetts
$650
DFA
969
DHJJ Financial Advisors
Illinois
$372
DCM
970
Davis Capital Management
Florida
$316
QA
971
Quattro Advisors
Pennsylvania
$224
MI
972
Motiv8 Investments
Florida
$111
Q1WB
973
Quest 10 Wealth Builders
Virginia
$62
KFG
974
Kingdom Financial Group
Arizona
$52
EWM
975
Edge Wealth Management
New York